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Set Up the Create Call Out Screen Flow

Help dispatchers mobilize crews with a single click by adding the Create Call Out screen flow to the resource callout list view. This flow guides dispatchers through creating a resource callout for an emergency, outage, or incident.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Energy & Utilities - Growth, Field Service for Energy & Utilities, and Contractors for Energy & Utilities
User Permissions Needed
To configure the screen flow:

Manage Flow

AND

Customize Application
  1. Clone and activate the Create Call Out Screen flow template.
    1. From Setup, in the Quick Find box, enter Flows, and select Flows.
    2. Open the Create Call Out screen flow template.
    3. Click Save As and select A New Flow.
    4. Enter the flow details and save your changes.
    5. Activate your flow.
  2. Create a custom list button.
    1. From Setup, go to Object Manager, and select Resource Call Out.
    2. Click Buttons, Links, and Actions.
    3. Click New Button or Link.
    4. Enter Create Callout for label.
    5. Select List Button for display type.
    6. Select Display in new window without sidebar for behavior.
    7. Select URL for content source.
    8. Enter /lightning/flow/<FlowApiName> in the URL field, and replace <FlowApiName> with the API name of your activated flow.
    9. Save your changes.
  3. Add the button to the list view.
    1. From Object Manager, on the Resource Call Out object, click List View Button Layout.
    2. Next to List View, click the dropdown, and select Edit.
    3. In the Custom Buttons section, select your new button.
    4. Move the button to the selected buttons.
    5. Save your changes.
  4. Optionally, turn off the standard new button on the list view.
    1. From Object Manager, on the Resource Call Out object, click List View Button Layout.
    2. Next to List View, click the dropdown, and select Edit.
    3. In the Standard Buttons section, deselect New.
    4. Save your changes.